CPE Catalog & Events
Resistance to Resilience: Strive for Tech Change Acceptance
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Webinar
1.00 Credits
Member Price: $55
The major topics that will be covered in this course include:Resistance to resilience in embracing new technologiesOvercoming barriers and ensuring successful implementationCutting-edge audit technologies, including AI, data analytics, and automationInsights into the Technology Acceptance Model (TAM)
ACPEN: IRS Cybersecurity Checklist
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Webinar
2.00 Credits
Member Price: $89
Defining Cybersecurity and Cyber Risks Implications of Cybercrime Cyber Attack Trends Landscape of Cyberattacks Laws and Regulations Security Standards and Frameworks Cybersecurity Roadmap
ACPEN: Best Practices in Obligating Coronavirus State and Local Fiscal Recovery Funds
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Webinar
1.00 Credits
Member Price: $39
Finance IFR SLFRF Yellowbook
ACPEN: Assessing Independence Under Yellow Book
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Webinar
1.00 Credits
Member Price: $39
GAO Yellowbook Ethics
ACPEN: K2's Technology's Seven (Not Quite) Deadly Sins
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Webinar
1.00 Credits
Member Price: $39
Key features in Windows that you may not currently use The importance of Zero Trust Security Models Why applying updates is important Collaboration tools and features
ACPEN: K2’s Innovative Strategy And IT Governance
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Webinar
1.00 Credits
Member Price: $39
Technology evaluation frameworks and selection processes Change management strategies for technology implementation Techniques to increase user adoption, learning, and engagement
The Future of Audit: Technology, Talent & Transformation
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Explore AI, blockchain, and data analytics impact on audits Address talent crisis through retention and upskilling strategies Navigate PCAOB standards and regulatory sandbox concepts Expand audits to include ESG and nonfinancial metrics Implement technology solutions for firms of all sizes
ACPEN: Design Flexible Work Options To Attract & Retain Your Workforce
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Webinar
1.00 Credits
Member Price: $39
Flexible Work Options Employee Engagement Talent Management Strategy
ACPEN: Ethics, Tax Practice & The Cannabis Industry
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Webinar
2.00 Credits
Member Price: $89
Ethical challenges in the cannabis industry Circular 230 and its application Federal case law and cannabis-related tax disputes Preparer due diligence in cannabis tax scenarios State vs. federal legal conflicts in tax reporting IRS Office of Professional Responsibility guidance Board of Accountancy standards and enforcement Risk management for cannabis-related tax clients
Smart Formula Selection in Excel: What to Use When
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this class include:Introduction to Strategic Formula Use:Why choosing the right formula matters: clarity, performance, and maintenanceCommon traps: overusing IF, defaulting to familiar tools, ignoring modern functionsHow Excel offers multiple ways to solve the same problem and how to pick wiselyConditional Logic and Branching Tools:IFS vs SWITCH vs nested IF: comparing readability and structureWhen to simplify logic and how to avoid nested nightmaresSummarizing Data:SUMIFS vs SUMPRODUCT: multiple conditions, weighted sums, totalsFiltering and Output Control:FILTER vs IF + INDEX: dynamic data extraction with vs without Excel 365Trade-offs in backward compatibility and ease of useCustom Output and Decision Trees:CHOOSE vs SWITCH vs LOOKUP: logic trees and category mappingEmbedded Variables and Reusability:LET vs named ranges: clarity and efficiency for long formulasUsing LAMBDA with LET to create custom functionsSimplifying and documenting complex calculationsBest Practices for Formula Selection:Criteria for deciding: readability, flexibility, future maintenanceTips for avoiding overengineering and formula bloat
ACPEN: Becoming an AI-Savvy Controller/CFO: Mastering Tools and Technologies
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Webinar
4.00 Credits
Member Price: $149
Strategic Finance Leadership Advanced Financial Analysis Business Intelligence & AI in Finance Economic Intelligence for Decision Makers Operational Insight & Business Strategy The Future Role of the Controller/CFO
ACPEN: Corporate Ethics Cases: Discuss Real Life Conflicts
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Webinar
4.00 Credits
Member Price: $149
Can you protect the public interest without violating our profession's confidentiality rules? How can a corporate world CPA get in trouble with their board of accountancy? Is a culture of fear and intimidation particularly susceptible to corporate fraud? How can using the CPA credential get a corporate accountant in trouble? Is exaggerating your CPE hours a violation of our professional codes of conduct? What are your options when your employer is clearly breaking the law? Does any legislation provide effective Whistleblower protection?
Fundamentals of Form 1040 -- Individual
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Webinar
4.00 Credits
Member Price: $149
The major topics that will be covered in this course include:Form 1040 essentials: filing requirements, due dates, and key schedulesFiling status, dependency rules, and taxable income sources (wages, investment income)Adjustments to income, deductions and tax credits (standard vs. itemized deductions, EITC, Child Tax Credit, Education Credits)Preparer due diligence, Circular 230 compliance and taxpayer rightsIRS cybersecurity considerations and best practices for taxpayer data securityLegislative updates
Federal Tax Updates for Individuals
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this course include:Current tax issues affecting individual taxpayersReview of recent tax legislationOther issues affecting the profession, including IRS procedure, current cases, and other federal tax issues
Financial & Tax Accounting for S Corporations & Partnerships
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Webinar
8.00 Credits
Member Price: $239
The major topics that will be covered in this class include:Review the Accounting Standards Codification, OCBOA/Special Purpose Frameworks, and AICPA financial reporting framework and their application to partnerships, LLCs and S corporationsFinancial accounting issues arising from changes in ownershipFinancial vs. tax accounting for partnership/LLC capital accountsSection 704(b) substantial economic effect rules and their relation to financial accountingThe integration of financial accounting with Forms 1065 and 1120SFinancial accounting basis for ownership interests vs. tax accounting basis for ownership interestsDeferred tax accounting for partnerships/LLCs and S corporationsFinancial accounting for the operations of a partnership/LLCFinancial accounting impact of the C to S election and the S to C electionFinancial and tax accounting for S corporation shareholder equity and partner capital accountsFinancial vs. tax accounting for loans to and from S corporations and their shareholders
Surgent's Compilations, Reviews, and Preparations: Engagement Performance and Annual Update
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Webinar
8.00 Credits
Member Price: $299
SSARS No. 21, Clarification and Recodification, and updates to SSARS No. 21 due to the issuance of SSARS No. 23, Omnibus Statement on Standards for Accounting and Review Services SSARS No. 22, Compilation of Pro Forma Financial Information SSARS No. 24, Omnibus Statement on Standards for Accounting and Review Services -- 2018 SSARS No. 25, Materiality in a Review of Financial Statements and Adverse Conclusions SSARS No. 26, Quality Management for an Engagement Conducted in Accordance With Statements on Standards for Accounting and Review Services Sample comprehensive engagement work programs for preparation, compilation and review engagements Reporting and disclosure illustrations for each level of service, including attesting on personal financial statements, prescribed form, special purpose framework and other engagement variations Other communication requirements, such as sample engagement letters and management representation letters
Unlocking Deep Secrets: Case Studies in Financial Analysis
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of financial statement analysisThe impact of GAAP on financial analysisOverview of the Balance SheetOverview of the Income StatementThe importance of the Statement of Cash FlowsCommon Size AnalysisTrend AnalysisProfitability Ratio AnalysisLiquidity Ratio AnalysisSolvency Ratio Analysis
How Fraud Can Affect Smaller Organizations
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Webinar
4.00 Credits
Member Price: $149
The major topics included in this course include:The reasons for fraudFraudulent acts that are initiated against smaller organizationsMethods to stop fraud attempts against small businesses
ACPEN: The Radar Phenomenon
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Webinar
1.00 Credits
Member Price: $39
Internal Controls Fraud Prevention Fraud Investigation
ACPEN: New Tips and Overtime Tax Rules: Compliance and Best Practices
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Webinar
1.00 Credits
Member Price: $39
Updated OBBA guidance on tip reporting and allocation Qualifying tip requirements Self-employment and qualified tips Employer and employee tax responsibilities for tipped wages Overtime pay deduction Tip and overtime information returns